WCM

Whitener Capital Management Portfolio holdings

AUM $418M
1-Year Est. Return 23.31%
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$713K
3
+$645K
4
XOM icon
Exxon Mobil
XOM
+$605K
5
MSFT icon
Microsoft
MSFT
+$602K

Top Sells

1
+$567K
2
+$297K
3
+$203K
4
PX
Praxair Inc
PX
+$168K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$159K

Sector Composition

1 Financials 18.29%
2 Healthcare 11.03%
3 Consumer Staples 10.25%
4 Technology 10.15%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.85%
5,592
+100
27
$1.11M 0.85%
41,237
-1,932
28
$1.07M 0.82%
13,370
+1,645
29
$1.07M 0.82%
5,600
30
$1.04M 0.79%
15,980
+840
31
$1.01M 0.78%
3,094
+70
32
$999K 0.76%
5,863
+1,958
33
$980K 0.75%
9,439
+5,019
34
$948K 0.73%
14,071
+3,479
35
$895K 0.68%
4,318
+75
36
$893K 0.68%
19,215
+75
37
$886K 0.68%
20,417
+2,410
38
$875K 0.67%
16,851
+2,559
39
$847K 0.65%
13,592
+562
40
$837K 0.64%
66,086
-597
41
$812K 0.62%
17,820
+5,200
42
$808K 0.62%
13,485
+2,000
43
$794K 0.61%
15,257
-2,213
44
$792K 0.61%
65,448
+23,205
45
$790K 0.6%
5,748
-15
46
$782K 0.6%
4,261
+177
47
$770K 0.59%
4,400
-50
48
$766K 0.59%
16,019
+2,150
49
$761K 0.58%
27,375
+3,400
50
$758K 0.58%
4,255
+350
1
2
3 4 5